MPWT
MassMutual Private Wealth & Trust’s Sumitomo Mitsui Financial SMFG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-6,783
| Closed | -$52.3K | – | 967 |
|
2017
Q3 | $52.3K | Buy |
6,783
+6,275
| +1,235% | +$48.4K | ﹤0.01% | 510 |
|
2017
Q2 | $3.99K | Buy |
508
+251
| +98% | +$1.97K | ﹤0.01% | 852 |
|
2017
Q1 | $1.86K | Hold |
257
| – | – | ﹤0.01% | 882 |
|
2016
Q4 | $1.96K | Buy |
+257
| New | +$1.96K | ﹤0.01% | 587 |
|
2016
Q2 | $1.47K | Sell |
257
-728
| -74% | -$4.16K | ﹤0.01% | 646 |
|
2016
Q1 | $5.92K | Buy |
+985
| New | +$5.92K | ﹤0.01% | 612 |
|
2014
Q2 | – | Hold |
0
| – | – | – | 665 |
|
2014
Q1 | – | Hold |
0
| – | – | – | 641 |
|